Personal Care Products

Proya

Focus Media

Conference Minutes

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00700

TCTZF

80700

TCEHY

09988

89988

HBBD

BABA

603605

HTCD

Focus Media (Trans): Below is Dolphin Research's transcript of Focus Media's FY2025 and Q1 FY2026 earnings call. For our earnings analysis, see 'Focus Media: Early Thaw, Then Chill; High Dividends as a Buffer'.Results highlights — Shareholder returns: Cumulative dividends over the past three years topped RMB 14.4bn. For 2025, planned dividends total RMB 4.9bn, with payout frequency raised to three times per year and an implied dividend yield above 5.5%. Management intends to keep the payout ratio and cadence stable...

Yuanbao

TENCENT

Tencent Holdings Limited

TENCENT-R

Tencent

BABA-W

BABA-WR

Alibaba HK SDR 5to1

Alibaba

Tencent HK SDR 10to1

Focus Media (Trans): AI-era info overload highlights the certainty premium of offline space

Proya released FY2025 annual earnings on April 21 (BJT), actual revenue CNY 10.6 B (forecast CNY 11.06 B), actual EPS CNY 3.8 (forecast CNY 3.9985)

Proya released FY2025 Q4 earnings on April 21 (BJT), actual revenue CNY 3.5 B (forecast CNY 3.799 B), actual EPS CNY 1.215 (forecast CNY 1.3033)

Proya released FY2026 Q1 earnings on April 21 After-Market (BJT), actual revenue CNY 2.305 B (forecast CNY 2.556 B), actual EPS CNY 0.93 (forecast CNY 0.92)

Proya to Release FY2026 Q1 Earnings on April 22 After-Market (BJT), Forecast Revenue CNY 2.556 B

Proya to Release FY2025 Annual Earnings on April 22, 2026 (BJT), Forecast Revenue CNY 11.06 B, EPS CNY 3.9985

Proya released FY2025 9 Months Earnings on October 30 After-Market BJT, actual revenue CNY 7.098 B, actual EPS CNY 2.5914

Proya released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 1.736 B (forecast CNY 2.104 B), actual EPS CNY 0.5715 (forecast CNY 0.87)

Proya to Release FY2025 Q3 Earnings on October 31 After-Market (BJT), Forecast Revenue CNY 2.104 B, EPS CNY 0.82

Proya released FY2025 Semi-Annual Earnings on August 27 During-Market (BJT), actual revenue CNY 5.362 B, actual EPS CNY 2.02

Proya released FY2025 Q2 earnings on August 26 During-Market (BJT), actual revenue CNY 3.003 B (forecast CNY 3.133 B), actual EPS CNY 1.0298 (forecast CNY 1.1061)

Proya to Release FY2025 Semi-Annual Earnings on August 27, 2025 (BJT)

Fan Beauty Diary Revenue Surpasses 145 Million Yuan

Pierre Rouge Secretary Responds to Investor Concerns Regarding Stock Performance

Pechoin Responds to Recombinant Collagen Product and Marketing Strategy

Beauty Industry Sales Data During 618 and GuoTai HTH Research Report

Pechoin Transfers Shares of Jiaxing Woyong Investment Partnership

Pierre Robin Shows Strong Performance During 618, Brand Competitiveness Continues to Enhance

Pierre Rouge Appoints Wang Yifeng to Advance Brand-Driven Strategy

Colorful Hall Launches Skincare Mask to Enter Skincare Category

Pierre Fabre Appoints Wang Yifeng as Product Development Director

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BofAS cut its target price for MAO GEPING to HKD105 from HKD125, maintaining a Buy rating due to the company's competitive positioning. The broker remains cautious about the sustainability of post-618 color cosmetics growth amid subdued consumption. While online beauty growth re-accelerated in May, subsidy spending was back-loaded. BofAS also raised PROYA's target price to RMB70 with a Neutral rating and lowered SH JAHWA's target to RMB19 with an Underperform rating.

AASTOCKS News

Shanghai Jahwa

Bank of America

MAO GEPING

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

BofAS Cuts MAO GEPING  TP to HKD105, Cautious on Sustainability of Post-618 Color Cosmetics GMV Growth

4746

Amidst market optimism driven by U.S.-Iran peace talks and AI momentum, Simply Wall St highlights global dividend stocks for June 2026. The article lists top performers like Toukei Computer and Swiss Re, then analyzes Proya Cosmetics, Yen Sun Technology, and Systex. While these companies offer yields between 3.6% and 3.7%, their dividend reliability varies due to historical volatility or cash flow coverage issues. Valuation reports suggest some may be undervalued while others are overvalued.

Simplywall

Toukei Computer Co., Ltd.

NASDAQ Composite Index

S&P 500

SIGMAXYZ, Inc.

OUG Holdings Inc.

Nippon Computer Dynamics Co., Ltd.

CREEK & RIVER Co., Ltd.

Business Brain Showaota Inc.

Global Dividend Stocks To Consider In June 2026

Proya Cosmetics has gained control of Flower Knows by acquiring a 51% stake after investing CNY 351 million for an additional 12.6% share. Proya's shares rose 5.1% to CNY 58.19. Flower Knows, with a revenue of CNY 1.7 billion last year, will enhance Proya's multi-brand strategy. Despite recent growth challenges, Proya reported over CNY 10 billion in operating revenue in 2024, becoming the first Chinese beauty brand to reach this milestone.

Yicai

China’s Proya Gains After Gaining Control of Chinese Cosmetics Brand Flower Knows

Lancôme is collaborating with 20th Century Studios on "The Devil Wears Prada 2" to launch its new skincare line, Absolue Longevity MD, on May 1. This partnership emphasizes the brand's commitment to timeless beauty and longevity, featuring a campaign that integrates film storytelling with product promotion. The Absolue Longevity MD collection aims to address visible aging signs and is Lancôme's first dermatologist-validated skincare range. The collaboration includes digital content and retail activations, showcasing Lancôme's innovative approach to brand building.

- Lancôme collaborates with "The Devil Wears Prada 2," introducing its Absolue Longevity MD skincare line, aimed at promoting timeless beauty.  
- The collection, validated by dermatologists and featuring Mitopure®, targets visible aging signs through its innovative Longevity Integrative Science™ approach.  
- Available for purchase on May 1, the collaboration integrates storytelling with skincare, reflecting Lancôme's commitment to evolving beauty standards in the film industry.

prnewswire

Disney

11:11 ET/C O R R E C T I O N -- Lancôme/

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Zirantang reactivated its IPO listing process on March 29. The updated prospectus shows its 2025 revenue at approximately RMB 5.318 billion, with the gross profit margin rising to 70.6%. Despite ranking tenth in the Chinese cosmetics market with a 0.8% market share, it faces fierce competition from Proya and CHICMAX. Zirantang's revenue growth and net profit have shown significant volatility; however, its net profit in the first half of 2025 has already exceeded the full year of 2024, indicating that its profitability is recovering

- After its IPO application became "invalid" on March 29 due to exceeding the six-month deadline, Naturder updated its financial data and reactivated its listing process.  
- The updated prospectus indicates that while Naturder demonstrated solid financial performance in 2025, it still faces challenges in revenue structure and market positioning amid intense competition from brands like Proya and Shiseido.  
- The company's heavy reliance on its main brand, coupled with a significant gap between marketing and R&D spending, poses risks as the cosmetics industry shifts towards a focus on comprehensive brand strategies and innovation.

Wallstreetcn

CHICMAX

Zirantang Re-attempts IPO

PROYA Cosmetics showcased its multi-brand portfolio at Cosmoprof Worldwide Bologna from March 26 to 28, 2026. The company highlighted its flagship brand PROYA, along with TIMAGE, Off&Relax, and INSBAHA, focusing on science-driven products and ESG initiatives. Dr. Lieve Declercq discussed emerging trends in the Chinese beauty market, emphasizing consumer interest in long-term skin health and preventive approaches. PROYA's participation underscores its commitment to research and global expansion in the beauty industry.

02:50 ETPROYA Showcases Multi-Brand Portfolio at Cosmoprof Worldwide Bologna

珀莱雅化妆品股份有限公司

Lancôme has launched the Absolue Longevity MD skincare line, integrating the #1 selling Urolithin-A supplement, Mitopure®, to target visible signs of aging. This new approach emphasizes maintaining vitality and resilience as we age, shifting the focus from merely looking younger to enhancing overall skin health. The line is dermatologist-validated and utilizes advanced biotech to support skin renewal and strength across different life stages. The products are designed to address specific aging markers, promoting a healthier appearance over time.

09:06 ETWHAT IF YOU COULD CHOOSE YOUR AGE? LANCÔME LAUNCHES A NEW ERA OF SKIN LONGEVITY WITH THE #1 SELLING UROLITHIN-A SUPPLEMENT¹, NOW IN ADVANCED SKINCARE

PROYA Cosmetics, a leading Chinese cosmetics company, will showcase its multi-brand portfolio at Cosmoprof Worldwide Bologna from March 26-28, 2026. The event will highlight the influence of Chinese beauty brands in scientific research and their growing international presence. PROYA will present brands like PROYA, Timage, and Off&Relax, focusing on skincare, color cosmetics, and scalp care. The company emphasizes R&D and innovation, with a session led by Dr. Lieve Declercq discussing the evolution of Chinese beauty brands and their global impact. PROYA aims to demonstrate the sophistication and growth potential of the cosmetics sector.

21:38 ETPROYA Cosmetics expondrá en Cosmoprof Worldwide Bolonia 2026, destacando su cartera multimarca

Proya(603605.SH)

BofAS Cuts MAO GEPING TP to HKD105, Cautious on Sustainability of Post-618 Color Cosmetics GMV Growth